New England Private Wealth Advisors LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RFG
# of Institutions
111Shares Held
2.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY384KShares$18.2 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC308KShares$14.6 Million0.01% of portfolio
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Twelve Points Wealth Management LLC194KShares$9.16 Million2.78% of portfolio
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Coldstream Capital Management Inc101KShares$4.79 Million0.11% of portfolio
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Marshall Investment Management, LLC Littleton, CO98.2KShares$4.64 Million2.84% of portfolio